Price Code & Input Billing Overview

Owned by Daniel Akers (Unlicensed)
Last updated: Nov 08, 2021 by Maria Harreguy
2 min read

One of the Billing options within Workbench is Input Based billing. This allows for the sale of transactions on what is typically called a "Time and Materials" basis.
Every Cost transaction in Workbench is allocated a Retail Value at time of original Data Entry. Retail Value is calculated following a priority system in which possible Retail Values for that type of transaction governed by a set of pricing rules contained within the Price Code attached to the Job.

This Retail value is used for Input Based and Input and Output Based Charge Types, where the transactions are billed at a Retail Rate. During the billing process, the Retail Rate defaults as the recommended Selling Rate, but can be changed manually.

On Job Transactions we hold three retail values: (Note that every cost transaction within Workbench is held in this “JobTransaction” table) 

  • Standard Retail: this is the Retail Rate that applies before the application of any Price Code rules. This is held on the tables, but is not displayed on screen. (This is available for reporting purposes only).

  • Selling: this is the actual Rate that the transaction was sold for. This defaults to the Retail Rate, but can be changed. The value is 0.00 until the transaction has been invoiced. You can see these details in the Job Enquiry Transactions screen.

There are rules and priorities as to where this 'Retail' value comes from at the time of data entry.

These “Pricing Rules” also apply:

  • Where the Repricing utility is run against Jobs.

  • When the Quote is being entered or the Repricing of a Quote is initiated.

Note that the Retail price on transactions is generally calculated when the entry is saved.

Another point worth noting is that Job Adjustments do NOT go through a Pricing regime as the Retail Value is specified in the data Entry screen and therefore manually entered instead of calculated.